Financial Planner Melton

Melton financial planners

Are you living in Melton and need tailored financial advice? At Castlegate, our financial planners specialise in helping local people attain their long-term goals. Whether you need help with a tax matter, pension or investing, we are here to help.

Over thirty years, our Melton financial advisers have built a strong reputation helping families, individuals and businesses to grow and preserve wealth. Our service areas cover the full range of financial planning, including tax planning, estate planning, investing and more.

Perhaps you need help with a specific one of these areas. Or, perhaps you want to unify your “financial life” under a common strategy and set of goals. Here, our financial advisers in Melton can help you establish what is required to get everything working together cohesively.

Interested in speaking to a financial adviser in Melton? Contact us to arrange a free consultation (no commitment required) and explore your options with an experienced professional.

Who are Castlegate?

Castlegate is a dedicated team of experienced financial advisers. We work in Melton, Grantham and other areas of the Midlands, helping clients reach their financial goals. Our advisers are highly experienced, approachable and adept at explaining the complexities of financial planning so they are easily understood. We are also proud to have attained the status of Chartered Financial Planners, signifying the integrity and professionalism of our team.

Why Choose Us?

Our Melton financial advisers are independent, which empowers us to give truly bespoke recommendations to our clients. We work for you; not a provider of financial products.

Our fees are fair and transparent, we are regulated by the FCA (Financial Conduct Authority) and our team holds the status of Chartered Financial Planners. However, do not just take our word for it. Here is what our clients have to say:

Mrs I Morland – “Thank you for your support and advice over 20+ years. It’s always been a comfort to know you have been at the other end of the phone.”

Mr M Day – “I would recommend Castlegate Financial Management for their guidance and expertise in the process of recommending an appropriate investment product.”

Our Financial Planning Process

Getting started is very easy and straightforward. At Castlegate, it all begins with a conversation to get to know you, your financial position and where you hope to be. This initial meeting (free and without obligation) gives you the chance to ask us questions and helps both parties find out if working together will be a good “mutual fit”.

We take time to find out where you stand, what is important to you and which financial problems you hope to address with our financial planning service. Assuming you wish to proceed, our financial advisers and paraplanners move to the analysis stage – putting together a detailed report of your income, expenses, assets and liabilities to identify strengths, weaknesses, risks and opportunities which you may need to attend to.

Our team discusses these findings with you and puts forward recommendations about how to best proceed. Once we all agree on the plan, Castlegate implements it. Over the coming weeks, months and years, we continue to do the heavy lifting for you, keeping your plan on track. We will continue to meet to discuss your progress and any decisions that may be required to keep you on track.